LIC MF LARGE CAP FUND vs SBI Large Cap Fund

LIC vs SBI· Portfolio Overlap Analysis

45.3%High Overlap
16 common stocksRank #15618 / 20,000

Investor takeaway: At 45.3% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (16)

StockWt% in LIC MF LARGE CAPWt% in SBI Large CapOverlap
ICICI Bank Ltd.
Banks
8.03%8.20%8.03%
HDFC Bank Ltd.
Banks
9.31%6.54%6.54%
Reliance Industries Ltd.
Petroleum Products
6.45%6.18%6.18%
Larsen & Toubro Ltd.
Construction
5.64%5.73%5.64%
State Bank of India
Banks
3.32%4.16%3.32%
Axis Bank Ltd.
Banks
2.79%3.44%2.79%
Infosys Ltd.
IT - Software
2.73%3.16%2.73%
Bharti Airtel Ltd.
Telecom - Services
4.06%2.48%2.48%
Hindustan Unilever Ltd.
Diversified FMCG
2.55%1.94%1.94%
Kotak Mahindra Bank Ltd.
Banks
1.54%3.46%1.54%
Eternal Ltd.
Retailing
1.34%1.29%1.29%
ITC Ltd.
Diversified FMCG
2.57%0.98%0.98%
VARUN BEVERAGES LIMITED
Beverages
0.88%2.00%0.88%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
0.65%3.48%0.65%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.93%0.18%0.18%
Cholamandalam Investment & Fin Co Ltd.
Finance
0.12%2.07%0.12%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Unique to SBI Large Cap

  • HDFC Life Insurance Company Ltd.3.75%
  • Asian Paints Ltd.3.57%

Sector Overlap Breakdown

Banks
22.2% (5)
Petroleum Products
6.2% (1)
Construction
5.6% (1)
Diversified FMCG
2.9% (2)
IT - Software
2.7% (1)
Telecom - Services
2.5% (1)
Retailing
1.3% (1)
Beverages
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Finance
0.1% (1)

More comparisons for LIC MF LARGE CAP

More comparisons for SBI Large Cap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.